As the year concludes, the pulse on the purpose of charitable giving accelerates, reflecting the generosity that accompanies the holiday season. Giving extends beyond the immediate impact on organizations and beneficiaries. It reinforces a collective commitment to social responsibility and serves as a reminder that, despite challenges faced throughout the year, individuals can come together to make a positive impact in the lives of others.
Consider asking yourself these questions as we go into the New Year:
1) Have you pondered your personal purpose and what you want to achieve with your money lately?
2) How has your money and generosity impacted the life of another?
It’s a new year, so let’s visit goals and ensure we are on track to navigate the road ahead.
You are the vehicle… Your purpose the engine… Your money, a fuel to help you drive toward your goals… Great advisors are valuable passengers.
Please email me at [email protected] with questions or to begin planning for the road ahead in 2024.
Wishing you and your family a HAPPY NEW YEAR!
To get the Pulse of Truist Bank, be sure to visit and subscribe to On Purpose with Bill Rogers at https://bit.ly/3tp0vLY
** DISCLOSURE ** Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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